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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	VCM Vision Capital Management Portland, Oregon	$20.7M	+$1.13M	1	2.38%	Increased
452	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.6M	-$57.2K	7	0.4%	Reduced
453	B BP London, United Kingdom	$20.6M	+$5.06M	2	0.52%	Increased
454	UM Ulysses Management New York	$20.5M	+$4.68M	1	2.92%	Increased
455	QAM Quentec Asset Management New York	$20.5M	+$4.23M	1	3.73%	Increased
456	Mitsubishi UFJ Asset Management Tokyo, Japan	$20.5M	-$1.68M	9	0.63%	Reduced
457	DP Delta Partners Boston, Massachusetts	$20.4M	+$8.19M	1	15.67%	Increased
458	Rothschild & Co Asset Management US Stamford, Connecticut	$20.4M	-$1.42M	2	0.41%	Reduced
459	CIM Corbyn Investment Management Lutherville, Maryland	$20.3M	-$26K	1	3.89%	Reduced
460	BCM Boltwood Capital Management Walnut Creek, California	$20.3M	$0	1	5.8%	Maintained
461	SM Stratton Management King Of Prussia, Pennsylvania	$20.3M	+$1.62M	3	0.83%	Increased
462	IIA IPG Investment Advisors San Diego, California	$20.2M	+$479K	1	7.89%	Increased
463	NM Nokota Management New York	$20.2M	-$1.68M	1	0.81%	Reduced
464	LIM Lagoda Investment Management New York	$20M	+$19.2M	1	5.35%	New
465	AG Ashmore Group London, United Kingdom	$20M	+$4.73M	1	4.19%	Increased
466	Catalyst Capital Advisors Huntington, New York	$19.9M	+$5.91M	6	2.33%	Increased
467	Anchor Capital Advisors Boston, Massachusetts	$19.8M	+$104K	2	0.4%	Increased
468	Hermes Investment Management London Uk, United Kingdom	$19.7M	+$2.07M	1	0.51%	Increased
469	Suntrust Banks Atlanta, Georgia	$19.6M	+$290K	6	0.13%	Increased
470	Capital Fund Management (CFM) Paris, France	$19.6M	-$18M	6	0.23%	Reduced
471	Capital International Inc Los Angeles, California	$19.3M	-$3.61M	2	1.32%	Reduced
472	SC Skylands Capital Milwaukee, Wisconsin	$19.1M	-$1.05M	3	1.96%	Reduced
473	KG Killen Group Berwyn, Pennsylvania	$19.1M	-$7.11M	2	1.24%	Reduced
474	CAM Capstone Asset Management Houston, Texas	$19M	+$3.14M	12	0.55%	Increased
475	BlueCrest Capital Management St Helier, Jersey	$18.9M	+$8.31M	3	0.6%	Increased